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Clear Street’s Upstart Holdings UPST Stock Holding History

Clear Street’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-40,000
Closed -$832K – 1153
2022
Q3 		$832K Buy
+40,000
New +$1.08M 0.02% 120

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Clear Street's UPST Position: Q1 2026 in Review

Clear Street reduced its Upstart Holdings (UPST) stake by 25% in Q1 2026, selling an estimated $17.8M and leaving 1,555,206 shares worth $39.9M. The position accounts for 0.16% of the portfolio, ranked #55.

Clear Street first reported a position in UPST in Q3 2025 and has held it in 3 quarters since. The position peaked at $90.2M in Q4 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Clear Street held 1,555,206 shares of Upstart Holdings worth $39.9M as of Q1 2026.
  • Clear Street sold 506,508 Upstart Holdings shares in Q1 2026, an estimated $17.8M.
  • Upstart Holdings made up 0.16% of Clear Street's portfolio in Q1 2026, its #55 holding.
  • Clear Street first reported a position in Upstart Holdings in Q3 2025 and has held it in 3 quarters since.
  • Clear Street's Upstart Holdings position peaked at $90.2M in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.